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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Sep 14, 2022
Sep 14, 2022
1hr 2 min
Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
LightCross Tax Credit Services
McCulloch Financial Solutions Inc.
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